Trial management

Trial Management lets platform operators extend the trial of a Practice workspace. It’s used to give a prospective customer extra time when they ask for more time to evaluate before converting.

Note

Trial Management is only available to users with the SystemAdmin role. Tenant Admins do not see this page.

When to use this

The default trial is 21 days from sign-up. Most workspaces convert or churn within that window. Extend the trial when:

• A prospect asks for more time because of a procurement or compliance review.
• A workspace hit a technical snag (e.g. integration outage) and lost evaluation days.
• Sales has committed to a custom timeline with a specific lead.

Looking up a workspace

Open Trial Extension from the sidebar. The page works on one workspace at a time:

1. Enter the workspace’s numeric Tenant ID.
2. Click Look up tenant.

The page then shows the workspace’s name and ID, its current Status, and the Trial starts at and Trial ends at dates. Dates are shown in UTC.

If no workspace has that ID, the page tells you so.

Granting an extension

Extensions only apply to workspaces whose status is Trial or TrialExpired. For any other status (for example an active, paying workspace) the page shows a message instead of the extend button.

1. Look up the workspace as described above.
2. Optionally enter a Reason. The reason is kept in the workspace’s audit history, so a short note such as “Extra time for procurement review” helps colleagues later.
3. Click Extend by 14 days.

A confirmation banner shows the new trial end date, and the workspace details refresh.

Each extension adds 14 days:

• If the trial is still running, the days are added to the current end date.
• If the trial has already expired, the new trial runs for 14 days from today and the workspace is automatically reactivated.

Extensions never shorten a trial. Every extension is recorded in the workspace’s audit history, together with the SystemAdmin who granted it and the reason.

After conversion

Once a workspace converts to a paid plan, its status is no longer Trial, so it can’t be extended any more. Earlier extensions stay in the audit history for reference.

Related topics

• Admin management — managing administrators within your own workspace.
• Trial lifecycle — the underlying states a Practice workspace moves through.
• Trial & subscription — the practitioner-facing view of the trial.